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We’re excited to announce the North American Charter Plus, a new fixed index annuity. This refreshed and recharged product features a simple design and strong up-front premium bonus1.
The new North American Charter Plus features:
- Up to 10% premium bonus (may be subject to premium bonus recapture)
- Competitive index accounts – including volatility control options and no traditional cap (subject to Index Margin or Participation Rate)
- Offer top-tier guaranteed lifetime income with the Income Pay® optional Guaranteed Lifetime Withdrawal Benefit rider2
- 10-year and 14-year surrender charge periods available3
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Competitive Premium Bonus Options!
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| North American Charter Plus |
Initial Premium of $75,000 or More |
Initial Premium of $20,000 – $74,999 |
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14-Year Surrender Charge Period
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10%
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8%
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10-Year Surrender Charge Period
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7%
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5%
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Training is available directly at RegEd, simply log in and search for Product Code 15SFGNAC_08. If you have not yet registered on RegEd, click here for registration instructions.
IMPORTANT NOTICE EFFECTIVE DECEMBER 1, 2015:
With the release of this new annuity, we will be discontinuing the North American CharterSM, North American Precision Series®, and North American Prizm Plus® fixed index annuities effective December 1, 2015.
Join us for a web event on this exciting new product
September 30, 2015!
Get everything you need to get started today!
New Brochures
North American Charter Plus 10 Brochure
North American Charter Plus 14 Brochure
New Disclosure Forms Required
North American Charter Plus 10 Disclosure
North American Charter Plus 14 Disclosure
New Allocation Form Required
Allocation Form
Get Interest Rates
Interest Rate Sheet
Helpful Reference Tools
Forms Chart (with state variations)
Run Illustrations
Click here to run an illustration today!
For help with ordering new materials or questions on this exciting new annuity, please contact our Sales Support team at (626) 447-7888.
Call us today about this exciting new product and thank you for your business.
Sincerely,
Sales Support Team @ Transpacific Financial Inc.
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